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Toggle navigation * Home * Home * Who Attends * 2024 Agenda * 2024 Speakers * Event Info * Sponsor Info * Sponsor Info * 2024 Sponsors * Register * Register * Pricing * Contact COMPLEX CLAIMS & LITIGATION FORUM 2024 AGENDA ALL TIMES BELOW ARE IN PACIFIC TIME. * Monday, February 26, 2024 (Day One) * Tuesday, February 27, 2024 (Day Two) * Wednesday, February 28, 2024 (Day Three) MONDAY, FEBRUARY 26, 2024 08:00 - 09:00 | REGISTRATION & NETWORKING BREAKFAST -------------------------------------------------------------------------------- 09:00 - 09:30 | OPENING KEYNOTE: CHANGE THE NARRATIVE & CHALLENGE CONVENTION: BRIDGING INDUSTRY GAPS Join us as this opening keynote discusses how to close the gap between risk evaluations and defense council claims strategy, and offers expert anecdotes on why it takes an objective eye to challenge industry conventions. Carey Bond, Head of US Claims - Lloyd’s -------------------------------------------------------------------------------- 09:30 - 10:15 | STATE OF THE INDUSTRY - COMPLEX CLAIMS POWER PANEL This panel will bring together industry thought-leaders to analyze the shifting landscape of complex claims, examine key trends and industry risks, and offer their predictions for the year ahead. Jonathan Schwartz, Attorney - Freeman Mathis & Gary, LLP David Corry, Head of Casualty - Argo Group Barbara Gliszczynski, VP Risk Management - Westgate Resorts Geoff Borger, Casualty Claim Leader - Nationwide ESS Steve Carr, Claims Litigation Manager - Grange Insurance -------------------------------------------------------------------------------- 10:15 - 10:45 | MORNING NETWORKING BREAK -------------------------------------------------------------------------------- PREVENT 10:45 - 11:30 LITIGATING ON A BUDGET: STRATEGIES FOR LEGAL SPEND MANAGEMENT Kristen Swift, Partner - Kaufman Dolowich PREPARE 10:45 - 11:30 I HEAR YOU – TIPS TO IMPROVE COMMUNICATION BETWEEN CARRIERS & COUNSEL IN CASE PREPARATION Heather Beam, Attorney - Thompson Coe Thomas Annis, Partner - Thompson Coe PREVAIL 10:45 - 11:30 HOW TO WIN YOUR E-DISCOVERY DISPUTE Kathryn (Kate) Whitlock, Member - McAngus Goudelock & Courie Brent Stevens, Senior Director - Consilio Bolanle Akinrimisi, Claims Focus Group Leader Cyber&Tech - Beazley PLLC -------------------------------------------------------------------------------- PREVENT 11:35 - 12:20 WAYS TO IDENTIFY OPPORTUNITIES FOR EARLY RESOLUTION CONSIDERATIONS Stephen Peacock, Assistant Vice President, Client Engagement - Safety National Greg Gitter, President - Legacy Claim Solutions PREPARE 11:35 - 12:20 FIVE EFFECTIVE STRATEGIES FOR SELECTING A JURY PREVAIL 11:35 - 12:20 HOW WE PREVAILED AND WHY: A CASE STUDY IN CONQUERING A COMPLEX ORGANIZED FRAUD RING Frank Goldstein, Managing Partner - Goldstein Law Group -------------------------------------------------------------------------------- 12:20 - 14:00 | NETWORKING LUNCHEON -------------------------------------------------------------------------------- PREVENT 14:00 - 14:45 SUITABLE FOR SUBROGATION? HOW TO DETERMINE IF A CLAIM HAS SUBROGATION POTENTIAL Marc Madonia, Senior Counsel - Subrogation - Starr Companies PREPARE 14:00 - 14:45 UNDER OATH: WHAT CLAIMS PROFESSIONALS NEED TO KNOW TO CONDUCT AN EFFECTIVE EUO MICHAEL PACKER, Shareholder - Marshall Dennehey PREVAIL 14:00 - 14:45 HOW TO ROADBLOCK RUNAWAY VERDICTS - TACTICS TO MITIGATE YOUR RISKS IN COURT G. Jeffrey Vernis, Managing Partner - Vernis & Bowling -------------------------------------------------------------------------------- 15:00 - 16:00 | BACK TO THE FUTURE: A ROADMAP FOR THE CURRENT & FUTURE STATE OF CYBER CLAIMS As cyber innovations evolve, so do the digital scams and fraud patterns. This panel of experts will explore the brave new world of cyber claims, including ransomware tactics, biometric data liability risks, and deepfake fraud attacks. Attendees will learn new strategies for prevention and cyber resilience, and best practices for insuring the metaverse, because where we're going... we will need a roadmap! Christa Johnson, Team Lead- Cyber - GB Specialty Bolanle Akinrimisi, Claims Focus Group Leader Cyber&Tech - Beazley PLLC Tammy Chang, Senior Claims Specialist - AXA XL Linda Comerford, Head of Claims, North America - Resilience Emily Lowe, Cyber Practice Leader - Hudson Insurance Elana Ashanti Jefferson, Editor-in-Chief - PropertyCasualty360.com -------------------------------------------------------------------------------- 16:00 - 16:30 | FIRESIDE CHAT - TOWER OF POWER OR BURNING INFERNO: INSURANCE STAKEHOLDER COLLABORATION TO COMBAT NUCLEAR VERDICTS AND SETTLEMENTS As runaway verdicts become increasingly common, the role of the excess carrier tower in combatting this trend is more important than ever. Excess carriers have the power to strategically select which cases should be tried and which cases they will target to force settlements when necessary. This keynote will discuss the importance of collaboration and alignment among the client, insurance carrier, and the excess carrier(s) to successfully try high exposure cases. Elizabeth Fitch, Founding Member - Righi Fitch Law Group Theodore Schaer, Director - Zarwin Baum -------------------------------------------------------------------------------- 16:30 - 17:30 | WELCOME RECEPTION -------------------------------------------------------------------------------- TUESDAY, FEBRUARY 27, 2024 08:00 - 09:00 | REGISTRATION & NETWORKING BREAKFAST -------------------------------------------------------------------------------- 09:00 - 09:30 | OPENING KEYNOTE: IF I KNEW THEN WHAT I KNOW NOW... DEMYSTIFYING THE COMPLEXITY IN CLAIMS This keynote will discuss highlights from claims that went well... and the lessons learned those that didn't. An industry expert will share their experiences on some of the more complicated claims they've come across so attendees will come away with best practices for achieving successful outcomes once a claim becomes complex. Ruben Pinto, Director, Large Loss Casualty - Allstate Insurance -------------------------------------------------------------------------------- 09:30 - 10:15 | DRIVING DISRUPTORS: A CRASH COURSE IN THE COMPLEX CHALLENGES OF AUTONOMOUS AND ELECTRIC VEHICLES As autonomous and electric vehicles continue to evolve at an accelerating pace, the legal and insurance industries are facing increasing challenges on liability questions, risk assessment models, and cyber exposures. Our expert panel will discuss the possible legal implications, impact on coverage policies, and provide best practices to steer you in the right direction. Kenneth Williams, Shareholder - Segal McCambridge Mike Stankard, Managing Director | Industrial & Materials & Automotive Practice - Aon Erin Erickson, Managing Partner/Shareholder - Bohyer, Erickson, Beaudette & Tranel, PC Karen Tucker, Recovery Team Leader - Cincinnati Insurance Company -------------------------------------------------------------------------------- 10:15 - 10:45 | MORNING NETWORKING BREAK -------------------------------------------------------------------------------- PREVENT 10:45 - 11:30 THAT’S PRIVATE! - POLICIES & PROCEDURES TO PROTECT AGAINST PRIVACY VIOLATIONS Devin Grimm, Commercial Insurance Advisor - USI Insurance Services Phurba Gyalzen, West Region Cyber Leader - USI Insurance Services Christopher Ballod, Managing Director - Kroll Matthew Szymczak, Claims Counsel - Coalition Steve Millendorf, Partner - Foley & Lardner PREPARE 10:45 - 11:30 TAKE IT FROM ME: A LAWYER’S VIEW ON THE MISTAKES INSURERS MAKE IN COMPLEX CLAIMS Mark Severino, Attorney - Wilson Elser Moskowitz Edelman & Dicker, LLP Jorge Ramirez, Partner - Wilson Elser Moskowitz Edelman & Dicker, LLP Sheri Thome, Partner - Wilson Elser Moskowitz Edelman & Dicker, LLP PREVAIL 10:45 - 11:30 SUCCEED WITH EMPATHY: HOW BEING EMPATHETIC WINS CUSTOMERS AND CASES Lori Ann Franek, Partner, Director of Business Development - DBI Consultants Jennifer Gibbs, Partner - Zelle LLP Joe Patten, Vice President, Property Claims - Sompo International -------------------------------------------------------------------------------- PREVENT 11:35 - 12:20 FIVE THINGS THAT WILL PUSH YOU INTO LITIGATION, AND HOW TO AVOID THEM Quentin Brogdon, Partner - Crain Brogdon, LLP PREPARE 11:35 - 12:20 MEDIATING A SUBROGATION CLAIM: KEY STRATEGIES FOR ACHIEVING SUCCESSFUL OUTCOMES Joseph Rich, Attorney - Cozen O'Connor Joshua Goodman, Chair, Subrogation & Recovery, Southeast Region - Cozen O'Connor PREVAIL 11:35 - 12:20 STRATEGIES TO WIN INSURANCE LAWSUITS & BAD FAITH TRIALS Christopher Martin, Attorney - Martin, Disiere, Jefferson & Wisdom LLP -------------------------------------------------------------------------------- 12:20 - 14:00 | NETWORKING LUNCHEON -------------------------------------------------------------------------------- PREVENT 14:00 - 14:45 TO PROTECT AND TO NOT BE SERVED: HOW TO AVOID LIABILITY WITH ACTIVE ASSAILANT COVERAGE Kathleen Bonczyk, Attorney/Researcher - Workplace Violence Prevention Institute PREPARE 14:00 - 14:45 DEFENDING AGAINST & MITIGATING REPTILE/”EDGE” TACTICS Dan Costello, Managing Partner - Costello Ginex & Wideikis George Pavarini, Vice President Claims - Amerisure Mutual Insurance Company PREVAIL 14:00 - 14:45 IMMEDIATE RESPONSE TACTICS FOR CATASTROPHIC CLAIMS Allyson Byrd, Attorney - McGlinchey Stafford Jade Letlow, Claims Supervisor - Berkley Environmental Robin Roeder, SVP Risk Management - Sedgwick -------------------------------------------------------------------------------- 15:00 - 15:15 | BRIDGING THE KNOWLEDGE GAP - A SOLUTION For years, the insurance industry has been aware that a coming wave of retirements would create a “knowledge gap.” This knowledge gap is a result of the vast amount of experience that is leaving the industry. When industry veterans retire, they take with them knowledge and experience that can’t be easily duplicated. The team at ALM|PropertyCasualty360 has a solution. Dean Chrestman, Vice President, Professional Education and Books - ALM -------------------------------------------------------------------------------- 15:15 - 17:00 | TALENT TWO-PARTER: THOUGHT LEADERSHIP ON RECRUITMENT, RETENTION AND MENTORSHIP Don't miss this in-depth discussion from industry leaders as they share their perspectives on increasing interest in the profession, talent retention methods, and professional development ideas. The first part of this panel will provide an action plan for creating an inclusive workplace, generating enthusiasm for the industry, and the steps you can take now to improve employee retention. Join us for the second half of this session as mentors/mentees take the stage to share stories and insights from their personal experiences on mentorship programs, including the impact on career development, getting the most out of the mentorship, how to be a virtual mentor, and what a role model looks like in today's workforce. Attendees will walk away with not just inspiring examples of mentorship, but the tools needed to be an effective mentor, foster career progression, and to drive positive change in the workplace. Caryn Siebert, VP, Director of Carrier Engagement - Gallagher Bassett Tara Toevs Carolan, Partner - Tarter Krinsky & Drogin LLP Laura Huffman, Vice President of Casualty Operations - Engle Martin & Associates Amy Mijo, Sr. Human Resources Manager - CSAA Insurance Group Maryellen Miller, Executive Casualty/GL Property Adjuster - Engle Martin Jazmin Gelista, Talent Management & Internal Mobility Partner - CSAA IG Bert Dizon, Claims Director - Cardinal Captive Strategies -------------------------------------------------------------------------------- 17:00 - 18:30 | COCKTAIL RECEPTION -------------------------------------------------------------------------------- WEDNESDAY, FEBRUARY 28, 2024 08:00 - 09:00 | REGISTRATION & NETWORKING BREAKFAST -------------------------------------------------------------------------------- 09:00 - 09:45 | OPENING KEYNOTE: LEADING THROUGH CHAOS: HOW TO BE A LEADER IN TIMES OF CRISIS The unpredictability of the past years proved that uncertainty is the only certainty, with multiple crises disrupting the industry and workplace. What leadership lessons were learned, and how can they be applied to the inevitable future crises? Don't miss this compelling keynote as an expert provides case studies on successful leadership during times of chaos, and provides best practices on how to become a leader that thrives in adversity. Dana Applegate, Senior Vice President, Claims - Coaction Specialty Insurance -------------------------------------------------------------------------------- 09:45 - 10:30 | PREVAILING WITH PARTNERSHIP: BRIDGING THE GAP BETWEEN CLAIMS & LITIGATION This session will provide a deep-dive look into the relationship between insurance and litigation. How can communication and collaboration be improved in case preparation? What do they want the "other side" to know? What methods can be used to fight against reptile tactics, and increase enthusiasm about careers in these industries? Join us for this discussion on strategies for building trust and fostering empathy to create effective partnerships. Eileen Luttrell, Attorney - Koeller Nebeker Carlson & Haluck, LLP Geoff Borger, Casualty Claim Leader - Nationwide ESS Wendy Patrick, Casualty Claims Manager - Mutual of Enumclaw Insurance Company Marie Cheung-Truslow, Owner/Principal - Law Offices of Marie Cheung-Truslow Derrick Mullen, Vice President and Litigation Manager - Seneca Insurance Company, Inc. -------------------------------------------------------------------------------- 10:30 - 11:15 | IT'S NOT EASY BEING GREEN: CANNABIS CLAIMS IN A BUDDING INDUSTRY As the cannabis sector continues to grow, so do the unique issues for the legal and insurance industries. These challenges include the legal implications on worker compensation claims and product liability, as well as the impact on policy creation and product development. This panel will break down current trends in cannabis claims, and offer strategies for navigating this complex legal landscape so you don't get stuck in the weeds! Adam Dolan, Partner - Gfeller Laurie LLP Lauren Ybarra, Attorney - McGlinchey Stafford Michael Peters, Cannabis Practice Leader - PL Risk Advisors Inc. Charles Stoecker, Partner - McGlinchey Stafford -------------------------------------------------------------------------------- 11:15 - 12:00 | CHAT GPT & ME: NAVIGATING THE COMPLEXITIES OF THE DIGITAL ERA AI tools can be very beneficial for processing and data analytics, but the increased usage of Generative AI has the legal and insurance industries asking questions faster than even Chat GPT can answer! How do you stay on top of rapidly changing regulations and compliance? What are the liability issues around data privacy and machine errors? What is the impact on fraud policies and products? This panel of (human) experts will delve into how to balance the risks against the rewards, and offer tips for how to navigate in the Digital Era. Richard Wickliffe, Claims Leader - Special Investigations SME Awais Farooq, Senior Vice President, Strategy & Transformation - Crawford & Company John Standish, Chief Innovation and Compliance Officer - Charlee.ai Bethany Jansen, Principal IT Program Manager - American Family Insurance Ketan Vaidya, President, Small Commercial (Small Business) - Chubb -------------------------------------------------------------------------------- 12:00 - | CLOSE OF CONFERENCE -------------------------------------------------------------------------------- FOLLOW US ON * * Copyright © 2024 ALM Global, LLC. All Rights Reserved. Privacy Policy. Terms of Use. x Close